摩根士丹利分析师亚当·乔纳斯将福特,通用汽车和里维安汽车公司的评级降低,理由是库存不断增加,负担能力问题和信用违约. Morgan Stanley analyst Adam Jonas downgraded Ford, General Motors, and Rivian Automotive, citing rising inventories, affordability issues, and credit delinquencies.
摩根士丹利分析师亚当·乔纳斯 （Adam Jonas） 下调了福特、通用汽车和 Rivian Automotive 的评级，将美国汽车行业的前景下调至“符合预期”。 Morgan Stanley analyst Adam Jonas has downgraded Ford, General Motors, and Rivian Automotive, lowering the U.S. auto industry outlook to "In Line." 关键关切包括库存增加、车辆可负担性挑战、信贷缺口增加以及中国汽车市场的竞争压力。 Key concerns include rising inventories, challenges in vehicle affordability, increasing credit delinquencies, and competitive pressures from China's auto market. Jonas认为,在投资者等待美联储可能削减利率的同时,这些只是暂时的缓解措施。 While investors await potential Federal Reserve rate cuts, Jonas believes these will only provide temporary relief. 相反,特许经销商因其成本管理复原力而得到升级。 Conversely, franchise dealers received an upgrade due to their cost management resilience.